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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $28.0B AUM 4,674 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1013 New 1676 Added 1862 Reduced
Page 136 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 SRE CALL SEMPRA Utilities 5,600.0 $519K 0.00% -4K -40.4% $92.71 -8.0%
2702 MATX PUT MATSON INC Industrials 2,700.0 $519K 0.00% -800.0 -22.9% $192.23 +15.3%
2703 CROX CALL CROCS INC Consumer Cyclical 4,300.0 $519K 0.00% -2K -31.8% $120.64 +2.5%
2704 LKQ CALL LKQ CORP Consumer Cyclical 19,700.0 $519K 0.00% +7K +60.2% $26.33 -2.2%
2705 BARNES & NOBLE ED INC 41,184.0 $517K 0.00% NEW $12.56
2706 CNK PUT CINEMARK HLDGS INC Communication Services 16,300.0 $517K 0.00% -4K -18.9% $31.73 +16.9%
2707 PPL CALL PPL CORP Utilities 14,200.0 $516K 0.00% -67K -82.5% $36.35 -3.7%
2708 SRPT CALL SAREPTA THERAPEUTICS INC Healthcare 28,700.0 $516K 0.00% -27K -48.6% $17.97 +8.3%
2709 OMER PUT OMEROS CORP Healthcare 54,200.0 $515K 0.00% -28K -33.7% $9.51 +91.6%
2710 PAYC PUT PAYCOM SOFTWARE INC Technology 4,100.0 $515K 0.00% +1K +46.4% $125.68 +84.8%
2711 PUT SEABRIDGE GOLD INC 20,000.0 $515K 0.00% NEW $25.74
2712 FSUN FIRSTSUN CAP BANCORP Financial Services 13,222.0 $513K 0.00% NEW $38.78 +4.0%
2713 IVA INVENTIVA SA Healthcare 135,648.0 $513K 0.00% NEW $3.78 +27.5%
2714 KLARNA GROUP PLC 25,328.0 $513K 0.00% -96K -79.1% $20.24
2715 ATI PUT ATI INC Industrials 2,600.0 $512K 0.00% -20K -88.7% $197.10 +8.0%
2716 DRS LEONARDO DRS INC Industrials 12,005.0 $512K 0.00% +6K +87.2% $42.67 -9.5%
2717 HOOD PUT ROBINHOOD MKTS INC Financial Services 5,100.0 $511K 0.00% -51K -90.9% $100.28 +8.2%
2718 GREENFIRE RES LTD NEW 90,421.0 $511K 0.00% +31K +51.0% $5.65
2719 PLUG CALL PLUG PWR INC Industrials 188,500.0 $511K 0.00% +103K +121.2% $2.71 -19.9%
2720 TOL CALL TOLL BROTHERS INC Consumer Cyclical 3,100.0 $511K 0.00% -6K -64.0% $164.75 -10.1%
Page 136 of 234  ·  4,674 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.8%
Financial Services 20.0%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.7%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%